Company Performance Metrics
- Steve Bernstein: CEO, Founder and Principal
Waypoint Group is a collaborative, seasoned consultancy in the Bay Area that thrives on partnership. Waypoint provides best practices in strengthening customer relationships in B2B so that Marketing, Sales, Product, and Account teams can enhance the customer experience (CX) and improve customer success (CS). The firm offers both consulting and
analytics via TopBox, a SaaS tool that enables everyone within an organization to impact the customer and increase retention.
We also literally wrote the book on B2B Customer Success, called Failure Sucks! We combined our best practices and what-not-to-do's all in one book for CX professionals to either begin a program from scratch or hone their current processes the right way. Not only do we include case examples for context, but the book also provides resources such as communication templates, reporting samples, organizational tools, and other real-time assets to put the concepts to work immediately.
We were honored with the CXPA’s Vendor Excellence Award and are a certified Net Promoter Loyalty Partner.
